Chevron Corp
CVX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0000093410
In the last 90 days, Chevron Corp insiders filed 0 open-market purchases and 6 sales; 4,143 institutions reported holding it in 13F filings for Q2 2026, worth $243.4B in total; 4 superinvestors hold it, including Berkshire Hathaway and Semper Augustus.
13F holders, Q4 2023
Institutional positions in Chevron Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,477
- +191 vs. Q3 2023
- Shares held
- 1.34B
- +26.7M (+2.0%) vs. Q3 2023
- Total value
- $200.3B
- −$21.6B (−9.7%) vs. Q3 2023
- New holders
- 383
- 1,478 more added
- Sold out
- 192
- 1,305 more reduced
52 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,143 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $223.8B |
| Q4 2021 | 2,904 | $152.3B |
| Q3 2021 | 2,578 | $130.0B |
| Q2 2021 | 2,587 | $135.0B |
| Q1 2021 | 2,575 | $135.6B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Talbot Financial, LLC | 100,468 | $15.0M | 2.25% | +8,030+8.7% | Added |
| Moody Lynn & Lieberson, LLC | 100,253 | $15.0M | 1.14% | +7,052+7.6% | Added |
| Barings LLC | 99,991 | $14.9M | 0.48% | +30,237+43.3% | Added |
| First Horizon Advisors, Inc. | 99,701 | $14.9M | 0.49% | −6,107−5.8% | Reduced |
| Ziegler Capital Management, LLC | 99,629 | $14.9M | 0.68% | −3,037−3.0% | Reduced |
| EP Wealth Advisors, LLC | 99,237 | $14.8M | 0.19% | −1,457−1.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 99,000 | $14.8M | 0.17% | +39,000+65.0% | Added |
| Vident Advisory, LLC | 98,953 | $14.8M | 0.37% | −3,395−3.3% | Reduced |
| Stewart & Patten Co LLC | 98,786 | $14.7M | 2.30% | +520+0.5% | Added |
| Highland Capital Management, LLC | 98,587 | $14.7M | 0.91% | −1,867−1.9% | Reduced |
| Venture Visionary Partners LLC | 98,162 | $14.6M | 0.78% | +6,316+6.9% | Added |
| Mirador Capital Partners LP | 98,020 | $14.6M | 3.10% | +11,842+13.7% | Added |
| Moors & Cabot, Inc. | 97,536 | $14.5M | 0.91% | +169+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 97,519 | $14.5M | 0.17% | −15,205−13.5% | Reduced |
| Trust Co of Virginia | 97,484 | $14.5M | 1.47% | −1,236−1.3% | Reduced |
| Savoie Capital LLC | 97,300 | $14.5M | 3.31% | +95,600+5,623.5% | Added |
| Spirit of America Management Corp | 96,690 | $14.4M | 3.16% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 96,619 | $14.4M | 2.70% | +13,419+16.1% | Added |
| Castle Rock Wealth Management, LLC | 95,808 | $14.4M | 4.36% | −2,647−2.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 96,288 | $14.4M | 0.23% | +359+0.4% | Added |
| Allworth Financial LP | 96,271 | $14.4M | 0.11% | +18,434+23.7% | Added |
| Hancock Whitney Corp | 95,837 | $14.3M | 0.53% | +1,000+1.1% | Added |
| Dynamic Advisor Solutions LLC | 95,025 | $14.3M | 0.53% | +40,819+75.3% | Added |
| Telos Capital Management, Inc. | 95,800 | $14.3M | 1.74% | +14,682+18.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 95,233 | $14.2M | 0.43% | +930+1.0% | Added |
| FORA Capital, LLC | 94,892 | $14.2M | 1.22% | +94,892 | New |
| Axxcess Wealth Management, LLC | 94,846 | $14.1M | 0.42% | +10,705+12.7% | Added |
| Richard C. Young & CO., LTD. | 94,691 | $14.1M | 1.89% | +2,919+3.2% | Added |
| Meeder Asset Management Inc | 94,448 | $14.1M | 1.10% | −53,661−36.2% | Reduced |
| Simmons Bank | 93,978 | $14.0M | 1.14% | +1,647+1.8% | Added |
| Beese Fulmer Investment Management, Inc. | 93,874 | $14.0M | 1.45% | +1,611+1.7% | Added |
| New Mexico Educational Retirement Board | 92,616 | $13.8M | 0.53% | 00.0% | Unchanged |
| NBT Bank N A | 92,436 | $13.8M | 1.08% | +364+0.4% | Added |
| Palisade Asset Management, LLC | 92,111 | $13.7M | 1.51% | +2,821+3.2% | Added |
| Dakota Wealth Management | 92,090 | $13.7M | 0.53% | −18,741−16.9% | Reduced |
| LVM Capital Management Ltd | 91,852 | $13.7M | 1.75% | +15,264+19.9% | Added |
| LGT Group Foundation | 91,042 | $13.6M | 0.30% | +4,214+4.9% | Added |
| Credit Agricole S A | 91,148 | $13.6M | 0.28% | +28,020+44.4% | Added |
| DuPont Capital Management Corp | 91,086 | $13.6M | 1.19% | −2,369−2.5% | Reduced |
| Americana Partners, LLC | 91,280 | $13.6M | 1.29% | +731+0.8% | Added |
| Kingsview Wealth Management, LLC | 90,395 | $13.5M | 0.40% | −873−1.0% | Reduced |
| South Dakota Investment Council | 90,286 | $13.5M | 0.29% | +31,800+54.4% | Added |
| Parallax Volatility Advisers, L.P. | 90,274 | $13.5M | 0.37% | −191,960−68.0% | Reduced |
| Motco | 89,963 | $13.4M | 0.86% | +24,434+37.3% | Added |
| Qube Research & Technologies Ltd | 89,917 | $13.4M | 0.03% | −1,200,518−93.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 89,908 | $13.4M | 0.24% | +6,134+7.3% | Added |
| Bridgeway Capital Management, LLC | 89,880 | $13.4M | 0.29% | +17,813+24.7% | Added |
| Goelzer Investment Management, Inc. | 89,832 | $13.4M | 0.86% | +2,005+2.3% | Added |
| Mayflower Financial Advisors, LLC | 89,564 | $13.4M | 1.84% | −3,267−3.5% | Reduced |
| TCW Group Inc | 89,429 | $13.4M | 0.15% | +40,367+82.3% | Added |
| Bridges Investment Management Inc | 89,068 | $13.3M | 0.44% | +1,850+2.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 88,553 | $13.2M | 0.45% | −1,182−1.3% | Reduced |
| Metis Global Partners, LLC | 88,305 | $13.2M | 0.52% | +13,258+17.7% | Added |
| Miramar Capital, LLC | 87,939 | $13.1M | 3.42% | +2,147+2.5% | Added |
| Franklin Street Advisors Inc | 87,873 | $13.1M | 1.07% | −14,276−14.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 87,083 | $13.0M | 1.04% | +3,569+4.3% | Added |
| MainStreet Investment Advisors LLC | 86,744 | $12.9M | 1.46% | −3,563−3.9% | Reduced |
| RMB Capital Management, LLC | 86,605 | $12.9M | 0.39% | −8,858−9.3% | Reduced |
| Estabrook Capital Management | 86,568 | $12.9M | 2.11% | −477−0.5% | Reduced |
| Howe & Rusling Inc | 86,185 | $12.9M | 1.36% | −5,322−5.8% | Reduced |
| Bailard, Inc. | 85,439 | $12.7M | 0.38% | −2,667−3.0% | Reduced |
| Daymark Wealth Partners, LLC | 182,331 | $12.7M | 0.78% | +1,915+1.1% | Added |
| Mutual Advisors, LLC | 84,985 | $12.7M | 0.44% | +7,258+9.3% | Added |
| Burton Enright Welch | 83,724 | $12.5M | 3.34% | −3,134−3.6% | Reduced |
| South State Corp. | 83,678 | $12.5M | 1.06% | +2,428+3.0% | Added |
| Linscomb & Williams, Inc. | 83,391 | $12.4M | 0.68% | −3,478−4.0% | Reduced |
| Stonebridge Capital Advisors LLC | 83,026 | $12.4M | 1.24% | +2,874+3.6% | Added |
| Lincoln National Corp | 82,986 | $12.4M | 0.22% | +3,457+4.3% | Added |
| First American Bank | 82,739 | $12.3M | 1.03% | −671−0.8% | Reduced |
| CSM Advisors, LLC | 82,481 | $12.3M | 0.89% | −945−1.1% | Reduced |
| Parsons Capital Management Inc | 82,183 | $12.3M | 0.87% | −9,647−10.5% | Reduced |
| Wade G W & Inc | 82,018 | $12.2M | 0.40% | +6,089+8.0% | Added |
| General American Investors Co Inc | 81,991 | $12.2M | 1.01% | 00.0% | Unchanged |
| Transform Wealth, LLC | 81,828 | $12.2M | 1.19% | −2,471−2.9% | Reduced |
| Savant Capital, LLC | 81,774 | $12.2M | 0.16% | −1,154−1.4% | Reduced |
| Nicholas Investment Partners, LP | 81,350 | $12.1M | 1.42% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 80,440 | $12.1M | 2.61% | −5,034−5.9% | Reduced |
| Carret Asset Management, LLC | 80,820 | $12.1M | 1.54% | +288+0.4% | Added |
| MUFG Securities EMEA plc | 79,999 | $11.9M | 0.99% | +79,999 | New |
| GYL Financial Synergies, LLC | 79,760 | $11.9M | 0.98% | −591−0.7% | Reduced |
| Park Avenue Securities LLC | 79,503 | $11.9M | 0.16% | −15,053−15.9% | Reduced |
| Cornerstone Advisors, LLC | 79,500 | $11.9M | 0.52% | −5,300−6.3% | Reduced |
| Azimuth Capital Investment Management LLC | 79,418 | $11.8M | 0.53% | +170.0% | Added |
| WSFS Capital Management, LLC | 79,188 | $11.8M | 0.74% | −9,631−10.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 78,873 | $11.8M | 1.47% | +1,600+2.1% | Added |
| Oak Asset Management, LLC | 78,284 | $11.7M | 4.64% | +382+0.5% | Added |
| Southeast Asset Advisors Inc. | 78,260 | $11.7M | 1.55% | +1,391+1.8% | Added |
| Cadinha & Co LLC | 77,845 | $11.6M | 1.85% | −40,332−34.1% | Reduced |
| Tower Bridge Advisors | 77,759 | $11.6M | 1.00% | −2,051−2.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 78,614 | $11.6M | 0.11% | −977−1.2% | Reduced |
| Scotia Capital Inc. | 77,702 | $11.6M | 0.07% | −18,945−19.6% | Reduced |
| Burns J W & Co Inc | 77,024 | $11.5M | 1.70% | −733−0.9% | Reduced |
| Northeast Financial Consultants Inc | 76,922 | $11.5M | 0.63% | +915+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 76,846 | $11.5M | 0.15% | +52+0.1% | Added |
| Bridgewater Associates, LP | 76,812 | $11.5M | 0.06% | +69,514+952.5% | Added |
| KMG Fiduciary Partners, LLC | 76,812 | $11.5M | 1.33% | +1,071+1.4% | Added |
| Sowell Financial Services LLC | 76,644 | $11.4M | 0.62% | −867−1.1% | Reduced |
| Point72 Europe (London) LLP | 76,432 | $11.4M | 1.43% | +76,432 | New |
| Alpha Omega Wealth Management LLC | 76,429 | $11.4M | 1.89% | +546+0.7% | Added |
| Jarislowsky, Fraser Ltd | 76,410 | $11.4M | 0.07% | −4,783−5.9% | Reduced |